WELL icon

Welltower
WELL

Overview Fund Activity

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
Deutsche Bank
2
Deutsche Bank
Germany
$474M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$163M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$94.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
Invesco
1
Invesco
Georgia
$554M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$312M
3
SAMC
3
Shinko Asset Management Company
Japan
$399M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.41B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.25B
Name Market Value Shares Shares
Change 		Shares
Change %
EA
101
Euclid Advisors
Connecticut
$26.2M 398,667 +398,667 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$25.9M 418,550 +23,122 +6%
ECM
103
EII Capital Management
New York
$25.8M 393,700 -14,900 -4%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$25.2M 383,527 +2,160 +0.6%
MIS
105
Morningstar Investment Services
Illinois
$24.5M 372,688 +26,626 +8%
Lord, Abbett & Co
106
Lord, Abbett & Co
New Jersey
$24.3M 370,300 +46,000 +14%
ACI
107
AMP Capital Investors
Australia
$22.7M 344,880 +20,138 +6%
KeyBank National Association
108
KeyBank National Association
Ohio
$22.5M 342,382 +12,098 +4%
First Trust Advisors
109
First Trust Advisors
Illinois
$22M 335,227 -108,022 -24%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$21.6M 328,476 -497 -0.2%
AAM
111
Aberdeen Asset Management
United Kingdom
$20.9M 318,783 +6,889 +2%
Ameriprise
112
Ameriprise
Minnesota
$20.8M 317,736 +47,954 +18%
HI
113
Honeywell International
North Carolina
$20.4M 311,555 +218,530 +235%
Voloridge Investment Management
114
Voloridge Investment Management
Florida
$20.4M 310,713 +310,713 New
WBC
115
Westpac Banking Corp
Australia
$19.9M 303,945 -4,786 -2%
CCMH
116
Cornerstone Capital Management Holdings
New York
$19.5M 297,103 +17,794 +6%
DCM
117
Donaldson Capital Management
Indiana
$19.1M 291,426 +2,875 +1%
ST
118
Sabal Trust
Florida
$18.9M 287,654 +5,185 +2%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$17.6M 268,671 -6,341 -2%
ERSOT
120
Employees Retirement System of Texas
Texas
$17.2M 262,527 – –
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$15.6M 238,379 -13,591 -5%
Axa
122
Axa
France
$15.1M 230,682 +2,935 +1%
Comerica Bank
123
Comerica Bank
Texas
$14.9M 227,498 +90,099 +66%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$14.4M 218,799 -27,038 -11%
Nomura Asset Management
125
Nomura Asset Management
Japan
$13.8M 210,827 +20,617 +11%
3 4
5
6 7